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Biotech / Medical : T/FIF Portfolio

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To: Larry Liebman who wrote (991)6/20/1999 12:50:00 PM
From: scaram(o)uche  Read Replies (1) of 1073
 
Larry:

SUPG..... I'll defer to Peter.

They've shown that they can get a job done with Nipent, but that'll make enough for a cup of coffee on occasion.

From what I've seen, they're keeping the topo inhibitor on track. Claims that a topo inhibitor has no toxicity are pretty silly, but each company has to make its own decisions about how to relate toxicity to patient benefit and to the problems encountered with other drugs.

First right of refusal to anything from Stehlin.

I owned some shares for a few minutes a couple of months ago. Apart from that, I haven't stuck toe in. I prefer to focus on companies that have independent, in-house research.

Marc was at the last Bay Area Informed Investors forum, so he may have comments? Also, I imagine that one of those Vcall thingies is still available for an even more recent presentation?

Rick
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